Rejecting single line items

Hi!

I'm new to using Concur and responsible for auditing and approving expenses for payment. I can't find a way to return single line items while approving the rest of the report. We have reports that have dozens of line items and it's tough to send back those reports when they transposed a number or are missing one receipt. we are on the basic concur system.

Re: Rejecting single line items

First, when you say you are on the basic Concur system, do you mean you are on the Standard version? This is important to know, because allowing single line items to be returned is activated differently in each of the versions of SAP Concur.

I'm going to take it that you do mean our Standard version. You will need to go to Administration>Expense Settings>Policy>Expense Compliance. On the Compliance Controls screen, you will need to check the box that says "Allow users to split expense reports".

This will turn on a checkbox that approvers can see that is labeled "Send back expense?". They need to check this box, click Save, then Approve the report. All items with the Send back expense boxed check will be placed on an addendum report (it technically creates a new report) and sent back to the sumbitter while the rest of the report moves forward in the approval process.

Re: Rejecting single line items

Hey Kevin! Can you answer the same question for the Professional version? Concur Support 'turned on' the feature for me via a ticket I submitted, but it doesn't look any different and I don't see how to select one line to return. Perhaps I need to also activate something on our side within compliance? Your input is appreciated!

Re: Rejecting single line items

Hey Kevin! Can you answer the same question for the Professional version? Concur Support 'turned on' the feature for me via a ticket I submitted, but it doesn't look any different and I don't see how to select one line to return. Perhaps I need to also activate something on our side within compliance? Your input is appreciated!

Re: Rejecting single line items

Did you ever figure this out. When the option is turned on, approvers will see a check box on the expense report they are reviewing that says, "Send back expense?". They need to check this box for the line item they are reviewing, then click save. Repeat for any other expense they need to send back. Then they click Approve. All expenses that are to be sent back will be placed on an Addendum report and all other expenses move forward in the approval process.